Bessemer Group’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Bessemer Group’s Portfolio AMU Stock Details AMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,579	Closed	-$72K	–	1880
2019 Q2	$72K	Hold	4,579	–	–	﹤0.01%	1256
2019 Q1	$73K	Hold	4,579	–	–	﹤0.01%	1209
2018 Q4	$64K	Hold	4,579	–	–	﹤0.01%	1258
2018 Q3	$79K	Hold	4,579	–	–	﹤0.01%	1180
2018 Q2	$76K	Hold	4,579	–	–	﹤0.01%	1171
2018 Q1	$69K	Hold	4,579	–	–	﹤0.01%	1197
2017 Q4	$79K	Hold	4,579	–	–	﹤0.01%	1179
2017 Q3	$81K	Hold	4,579	–	–	﹤0.01%	1223
2017 Q2	$86K	Hold	4,579	–	–	﹤0.01%	1208
2017 Q1	$93K	Hold	4,579	–	–	﹤0.01%	1214
2016 Q4	$91K	Hold	4,579	–	–	﹤0.01%	1240
2016 Q3	$91K	Buy	4,579 +115	+3%	+$2.27K	﹤0.01%	1125
2016 Q2	$89K	Hold	4,464	–	–	﹤0.01%	781
2016 Q1	$76K	Buy	4,464 +200	+5%	+$3.17K	﹤0.01%	829
2015 Q4	$78K	Buy	4,264 +2,219	+109%	+$42.9K	﹤0.01%	885
2015 Q3	$39K	Buy	+2,045	New	+$46.3K	﹤0.01%	1008

Other funds holding AMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group's AMU Position: Q3 2019 in Review

Bessemer Group sold out of ETRACS Alerian MLP Index ETN (AMU) in Q3 2019, closing a stake of 4,579 shares — an estimated $72K sold.

Bessemer Group first reported a position in AMU in Q3 2015 and held it in 16 quarters. The position peaked at $93K in Q1 2017. 40 funds tracked by Wall St. Rank hold AMU as of Q3 2019.

Bessemer Group reported no remaining ETRACS Alerian MLP Index ETN position as of Q3 2019 after selling out during the quarter.
Bessemer Group sold 4,579 ETRACS Alerian MLP Index ETN shares in Q3 2019, an estimated $72K.
Bessemer Group first reported a position in ETRACS Alerian MLP Index ETN in Q3 2015 and held it in 16 quarters.
Bessemer Group's ETRACS Alerian MLP Index ETN position peaked at $93K in Q1 2017.
40 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q3 2019.

Based on Bessemer Group's 13F filing for Q3 2019, filed 7 Nov 2019.